True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Financial Planning

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A woman on her computer, holding a bank card.

3 financial benefits of supporting a good cause

Giving to charity can help support those who most need it, bring about a better world, and give less fortunate people a better chance in life. Research from the Charity Aid Foundation shows that the UK is full of generous souls, and donated a total of £13.9 billion in 2023 – an increase of £1.2 […]

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Category: Financial Planning

An older couple looking at documents together.

3 common ways of splitting pensions in a divorce and why it’s important to do so

Going through a divorce is likely to be an emotionally overwhelming experience, and it can be easy to overlook certain aspects of the separation. For example, you may find that you primarily focus on dividing your home or arranging future childcare, which is of course understandable. However, it’s also important not to overlook other valuable […]

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Category: Financial Planning, Lifestyle

Two people looking at an index on a screen.

Clarion Investment Diary – February 2025

The Clarion Investment Committee met on 26 February 2025.  The following notes summarise the main points of consideration in the Investment Committee Discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic Commentary & Market Outlook. The following is a summary of the major news events […]

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Category: Financial Planning

A business owner looking at graphs on a screen.

Stock Market & Economic Commentary – February 2025

Economic update The most recent Deloitte quarterly survey of chief financial officers (CFO) of the UK’s largest companies shows a decline in business optimism although it remains well above the lows seen in 2020 and 2022. CFOs started 2025 with a focus on cost reduction as the main response to the forthcoming increase in National […]

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Category: Financial Planning

A 2025 calendar page for April.

4 changes to payments, rates, and reliefs coming on 6 April that could affect your business

The start of a new tax year is the ideal time to review your personal and business finances, ensuring you’ve maximised your tax-efficient savings, investments, and reliefs. While many allowances simply reset, last year, chancellor Rachel Reeves introduced several significant changes to taxes and reliefs for businesses in the Autumn Budget. Some of these changes […]

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Category: Financial Planning

Hands holding wads of cash.

As inflation rises again, here are the risks of holding too much in cash

Inflation has never been too far from the headlines in recent years. After hitting a 40-year high in 2022, it briefly returned to the Bank of England’s (BoE) target rate of 2% in 2024, though it remained above that level for nine months of the year. According to the latest figures from the Office for […]

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Category: Financial Planning

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